POTAC Spring Friday Forum – Lifestyle Design

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Date & Time
May 20, 2017
9:30 AM – 5:00 PM

Marin General Hospital


POTAC & Marin General Hospital present

Lifestyle Design: Using Occupational Self-Analysis as an Intervention Tool in Behavioral Health Settings

by Karen McCarthy, OTD, OTR/L & Jeanne Jackson, PhD, FAOTA

Saturday, May 20, 2017
Registration 9 AM
Presentation 9:30 AM – 4:30 PM

Marin General Hospital
250 Bon Air Road – Medical Library, 2nd Floor, Greenbrae, CA 94904
(Enter Left side of hospital with “Community Mental Health” on door)

Program Description and Learning Objectives

This seminar will enable OTs working in mental health to create a lifestyle design intervention for their service. The speakers will cover the findings from the USC Well Elderly Study I & II, illuminate the core principles of lifestyle design, and discuss why analyzing occupations matters and is key for our clients’ well-being. OTs will be guided through the process of creating a needs assessment for their specific service and will develop ideas for group and individual interventions in a mental/behavioral health setting.

Presenter Bios

Karen McCarthy received her MA and OTD degrees in OT at USC. Dr. McCarthy was an intervener in the USC Well Elderly Study II. She specializes in the Lifestyle Redesign® treatment process for wellness and prevention for a variety of populations including mental health and college students. Dr. McCarthy is an assistant professor at Dominican University of California and teaches psychosocial aspects of occupation.

Jeanne Jackson received her BS in OT with a minor in psychology from San José State University, her MA in OT from USC, and PhD in Occupational Science at USC. She worked at Rancho Los Amigos National Rehabilitation Center and co-developed and managed an Occupational Therapy Independent Living Skills Program for adolescents with physical, emotional, communication and/or learning disabilities. She was co-investigator for the USC Well Elderly Study 1 & 2, where she co-developed and managed the Occupational Science and occupational therapy based Lifestyle Redesign® program. Jeanne was an associate professor in the Department of Occupational Science and Occupational Therapy at USC for approximately 20 years. In 2011 she was appointed Professor and Head of the Occupational Science and Occupational Therapy Program at University College Cork, Ireland, and in 2016 Head of Clinical Therapies at University College Cork.


Light breakfast included, but no-host lunch – brown bag or the Marin General cafeteria


To reserve a space, contact Lesley Gallagher by Wednesday, May 17, 2017 at (415) 925-7676 or moc.liamgnull@654lagsel.

Pay at the door: $70 for POTAC & OTAC members; $90 for non-members; students $15. Cash or checks only, no credit cards. Seating cannot be guaranteed without preregistration.

Certificates of Attendance will be provided to qualify for PDUs – 6 contact hours.

A percentage of all proceeds go to the Kim Aspelund Memorial Scholarship.

Directions and Parking

For transportation & parking, visit maringeneral.org. The exit off 101 is 450B, going North towards San Anselmo.

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